• Allie Stea

    Chief Client Officer, The Wealth Stewards

Allie is part of an advising team with Denise McGuire and together they enjoy serving divorced, widowed, and independent women with comprehensive financial planning services. She understands the unique needs of this clientele and strives to provide a sense of security and confidence during what can be a complex phase of life. As part of her belief that it is never too early to start working towards one’s goals, Allie volunteers in the community as a head coach for Girls On The Run. Listening attentively and educating when needed are at the core of Allie & Denise’s practice.

Allie is also the Chief Client Officer and Director of Marketing for The Wealth Stewards. She is dedicated to providing a high level of personalized service to each of our clients. She works closely with all members of the team to ensure that each client is thoroughly taken care of from both an administrative and financial standpoint. In addition, she handles all marketing efforts including client events, social media, and other client communications.

Allie grew up in a small town near Boston, Massachusetts and currently resides in Scottsdale. As an Arizona State University and Barrett, The Honors College, graduate, she earned her Bachelors of Science in Finance, B.S in Spanish Business & Culture, and her International Business Certificate. Upon entering into the financial industry, she quickly acquired her series 7, series 63, series 65, and insurance licenses. When Allie isn’t assisting clients in the office, you can find her playing tennis, training for a race, or trying international foods!

Raymond James is not affiliated with the above organizations and/or charitable causes.